ERLANGER FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

LYNN DEJACO

Phone

4237786600

Tax Period

2024-07-01 to 2024-11-30

ERLANGER FOUNDATION, founded in 1985, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue fell 66% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $773K, a strong 55% operating margin.

Mission

WE COMPASSIONATELY CARE FOR PEOPLE BY ENGAGING THE COMMUNITY TO DRIVE PHILANTHROPIC AND VOLUNTEER SUPPORT.

Program Service Accomplishments

Program 1

Expenses: $571,270

THE ERLANGER FOUNDATION ADVANCES HEALTHCARE BY SECURING PHILANTHROPIC SUPPORT FOR ERLANGER, THE REGION'S ONLY ACADEMIC MEDICAL CENTER AND SAFETY-NET HOSPITAL. DURING THE FINAL, SHORT YEAR ENDING...

THE ERLANGER FOUNDATION ADVANCES HEALTHCARE BY SECURING PHILANTHROPIC SUPPORT FOR ERLANGER, THE REGION'S ONLY ACADEMIC MEDICAL CENTER AND SAFETY-NET HOSPITAL. DURING THE FINAL, SHORT YEAR ENDING NOVEMBER 30, 2024, THE FOUNDATION RAISED $1.3 MILLION THROUGH INDIVIDUAL, CORPORATE, AND FOUNDATION CONTRIBUTIONS. THESE FUNDS ENABLED CRITICAL INVESTMENTS IN LIFESAVING EQUIPMENT, PATIENT CARE PROGRAMS, AND CAPITAL IMPROVEMENTS, INCLUDING SUPPORT FOR THE CHILDREN'S HOSPITAL AT ERLANGER AND THE REGION'S ONLY LEVEL I TRAUMA CENTER. DONOR GENEROSITY HELPED EXPAND ACCESS TO CARE, IMPROVE HEALTH OUTCOMES, AND HELP ENSURE THAT NO PATIENT IS TURNED AWAY DUE TO INABILITY TO PAY. BY CONNECTING COMMUNITY GENEROSITY WITH VITAL HEALTHCARE NEEDS, THE FOUNDATION CONTINUES TO PLAY A TRANSFORMATIVE ROLE IN THE LIVES OF PATIENTS AND FAMILIES ACROSS THE REGION.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,377,222

Program Service Revenue $0

Investment Income $194,421

Other Revenue $-170,826

TOTAL REVENUE $1,400,817

Expense Breakdown

Grants Paid $570,325

Salaries & Benefits $0

Fundraising Expenses $56,435

Program Expenses $571,270

Other Expenses $57,380

TOTAL EXPENSES $627,705

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,400,817	$4,155,547	-0.7%
Expenses	$627,705	$4,132,561	-0.8%
Net Income	$773,112	$22,986	+32.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LESS LEE JR	CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL ALLRED	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVE BHATTACHARYA MD	SECRETARY	1.00	Officer Director	$0	$0	$0
LARVIZO WRIGHT CPA	TREASURER	1.00	Officer Director	$0	$0	$0
LYNN MOSIER BRYANT	PAST CHAIR	1.00	Officer Director	$0	$0	$0
JAY DALE	AT-LARGE OFFICER	1.00	Officer Director	$0	$0	$0
CHRIS MOORE MD	AT-LARGE OFFICER	1.00	Officer Director	$0	$0	$0
DEBORAH ARFKEN EDD	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLI GRIMES-BALLARD	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE BIANCO	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN BOEHM	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE BRYANT CPA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCUS CADE-JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN CLARK	BOARD MEMBER	1.00	Director	$0	$0	$0
KATIE RAY DUFFY PHARMD	BOARD MEMBER	1.00	Director	$0	$0	$0
HEATH HALEY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTINA HARRIS EDD	BOARD MEMBER	1.00	Director	$0	$0	$0
DONNA ELLE HARRISON	BOARD MEMBER	1.00	Director	$0	$0	$0
APRIL HOLLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY KILBRIDE	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNDA MINKS HOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
HARESH PATEL MD	BOARD MEMBER	1.00	Director	$0	$0	$0
WARD PETTY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCUS RAFIEE	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK RAMSEY	BOARD MEMBER	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,400,817	$627,705	No data	$773,112
2024	No data	No data	No data	No data
2023	$4,553,500	$5,283,346	$14,181,907	$-729,846
2022	$3,079,966	$1,263,759	$15,154,717	$1,816,207
2021	$3,637,065	$640,057	$15,184,629	$2,997,008
2020	$3,371,136	$1,490,749	$14,256,857	$1,880,387
2019	$9,854,687	$16,179,336	$15,594,407	$-6,324,649
2018	$7,811,550	$13,947,462	$14,080,165	$-6,135,912